KP
TLH icon

Keel Point’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Keel Point’s Portfolio TLH Stock Details TLH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$14.3M Buy
142,427
+50
+0% +$5.11K 0.95% 20
2025
Q4 		$14.5M Buy
142,377
+100
+0.1% +$10.3K 0.87% 22
2025
Q3 		$14.7M Buy
142,277
+77
+0.1% +$7.79K 0.9% 21
2025
Q2 		$14.4M Buy
142,200
+23
+0% +$2.31K 0.96% 20
2025
Q1 		$14.8M Buy
142,177
+13
+0% +$1.32K 1.15% 16
2024
Q4 		$14.2M Buy
142,164
+16,557
+13% +$1.71M 1.13% 17
2024
Q3 		$13.7M Buy
+125,607
New +$13.5M 1.14% 16
2022
Q4 		– Sell
-1,967
Closed -$214K – 307
2022
Q3 		$214K Buy
1,967
+241
+14% +$28.5K 0.04% 231
2022
Q2 		$211K Sell
1,726
-3,121
-64% -$383K 0.03% 237
2022
Q1 		$652K Sell
4,847
-176
-4% -$24.7K 0.1% 128
2021
Q4 		$745K Sell
5,023
-1,800
-26% -$266K 0.08% 119
2021
Q3 		$1M Sell
6,823
-27,791
-80% -$4.19M 0.13% 111
2021
Q2 		$5.09M Sell
34,614
-31,495
-48% -$4.52M 0.57% 34
2021
Q1 		$9.27M Sell
66,109
-22,488
-25% -$3.34M 0.9% 20
2020
Q4 		$14.1M Sell
88,597
-41,212
-32% -$6.67M 1.26% 15
2020
Q3 		$21.6M Buy
129,809
+3,809
+3% +$641K 1.96% 13
2020
Q2 		$21.1M Sell
126,000
-19,754
-14% -$3.3M 2.18% 13
2020
Q1 		$24.4M Buy
145,754
+49,933
+52% +$7.71M 3.16% 7
2019
Q4 		$13.8M Sell
95,821
-14,070
-13% -$2.06M 1.5% 17
2019
Q3 		$16.4M Buy
109,891
+103,951
+1,750% +$15.3M 2.01% 10
2019
Q2 		$850K Buy
5,940
+1,992
+50% +$275K 0.1% 95
2019
Q1 		$543K Buy
3,948
+954
+32% +$128K 0.06% 119
2018
Q4 		$400K Buy
+2,994
New +$384K 0.05% 139

Other funds holding TLH

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Keel Point's TLH Position: Q1 2026 in Review

Keel Point increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 0.04% in Q1 2026, buying an estimated $5.11K and bringing the position to 142,427 shares worth $14.3M. The position accounts for 0.95% of the portfolio, ranked #20.

Keel Point first reported a position in TLH in Q4 2018 and has held it in 23 quarters since. The position peaked at $24.4M in Q1 2020. 632 funds tracked by Wall St. Rank hold TLH as of Q1 2026.

  • Keel Point held 142,427 shares of iShares 10-20 Year Treasury Bond ETF worth $14.3M as of Q1 2026.
  • Keel Point bought 50 iShares 10-20 Year Treasury Bond ETF shares in Q1 2026, an estimated $5.11K.
  • iShares 10-20 Year Treasury Bond ETF made up 0.95% of Keel Point's portfolio in Q1 2026, its #20 holding.
  • Keel Point first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2018 and has held it in 23 quarters since.
  • Keel Point's iShares 10-20 Year Treasury Bond ETF position peaked at $24.4M in Q1 2020.
  • 632 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2026.

Based on Keel Point's 13F filing for Q1 2026, filed 1 Jun 2026.